Wells Fargo’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
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|
2025
Q1 | $875K | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $711K | Buy |
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|
2024
Q2 | $916K | Buy |
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|
2024
Q1 | $972K | Buy |
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|
2023
Q4 | $759K | Buy |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $879K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $46K | Sell |
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|
2021
Q4 | $222K | Buy |
|